都市丽人的底气来自于其市场前景的持续向好。2024年都市丽人的中期业绩报告显示，都市丽人实现总收入15.14亿元人民币，较去年同期增长11%，盈利能力快速增强，同时令股东感到鼓舞的是，都市丽人宣布了每股港币1.1分的派息方案，派息率约30%。这表明都市丽人具备稳健的盈利能力和良好的现金流状况。From generously paying dividends to continuing to increase its holdings, Urban Beauty (02298)'s series of market actions have attracted close attention in the capital market.
The Zhitong Finance App learned that from generous dividend payments to continued increase in wealth, a series of market actions by Urban Beauty (02298) attracted close attention from the capital market, showing the strong recovery momentum of Urban Beauty in the Chinese underwear consumer market. On October 31, 2024, Urban Beauty announced that Executive Director Wu Xiaoli purchased 750,000 shares of the company's common shares at an average price of approximately HK$0.273 per share from October 29 to 31, 2024.
Previously, Urban Beauty Executive Director Wu Xiaoli purchased 1,070,000 shares of the company's common shares at an average price of approximately HK$0.254 per share from September 25 to 27, 2024. Since 2023, management has increased its shareholding in the company several times, and these signals demonstrate its confidence in the company's future development prospects.
The ambition of urban beauties comes from the continued improvement of their market prospects. According to the 2024 interim results report, Urban Beauty achieved a total revenue of RMB 1.514 billion, an increase of 11% over the same period last year, and profitability increased rapidly. At the same time, shareholders were encouraged that Urban Beauty announced a dividend payment plan of HK$1.1 per share, with a dividend ratio of about 30%. This shows that urban beauties have steady profitability and good cash flow.
As a national brand with leading sales volume and “good but not expensive”, Urban Beauty is deeply involved in the national market and is a “frontrunner” in the Chinese women's underwear circuit. In the first half of 2024, Urban Beauty signed 755 stores and opened 373 new stores. By the end of June, the total number of stores was about 4,500, an increase of about 2% over the previous year. Urban Beauty not only focuses on market expansion, but also strives to improve the performance of individual stores. By digging deeper into consumers' shopping paths and continuously optimizing the consumer's shopping experience, we lay a solid foundation for the long-term development of the brand.
With the Chinese Flower Tour Team competing in the Olympics, Urban Beauty, an official partner of the Chinese Figure Swimming Team, set off a trend of “beauty fans”. By promoting Chinese culture, it has highlighted the strength and charm of Chinese brands. Urban Beauty has also further enhanced the brand's influence through innovative marketing models. In the first half of 2024, Urban Beauty collaborated with media giants such as Road Railway and Yongda to place nearly 1,000 large screen and light box advertisements at high-speed rail stations in 126 cities across the country using high-speed rail as a medium, further increasing the brand's popularity. In addition, Urban Beauty also collaborated with Xinchao Media to advertise in 7,500 communities in the first batch of cities such as Zhengzhou, Wuhan, and Dongguan, further expanding the brand's volume.
In December 2021, Zheng Yaonan, chairman of Urban Beauty, returned to management and also served as CEO. Urban Beauty started a “second business” and continued to make profits. Zheng Yaonan revealed the “five steps” for the development of urban beauties: building momentum in 2022, gradually improving in 2023, strong counties in major provinces in 2024, making a comprehensive breakthrough in 2025, and reshaping their glory in 2026.
